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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,113 | $157,304+17.7% | $141,197+31.1% | $152,909+21.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.25% | 64.34%-40.1pp | 71.41%-47.2pp | 345.46%-321.2pp |
| Employer contribution / active EE | $9,500 | $5,263+80.5% | $4,736+100.6% | $4,764+99.4% |
| Participant deferral / active EE | $25,000 | $7,111+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $188 | $12,126-98.4% | $10,265-98.2% | $11,601-98.4% |